Acie Hylton Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. His career includes roles at Truist Investment Services, Bb&T Securities, LPL Financial, Infinex Financial Group, and Summit Bank. Truist Advisory Services is a large SEC-registered investment adviser with approximately 2,455 advisors and $67.7 billion in assets under management. The firm serves individuals, corporations, retirement plan sponsors, and charitable organizations, offering both discretionary and non-discretionary investment solutions through a combination of model portfolios, third-party managers, and advisor-led asset allocation.

Joseph De La Rosa is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 registrations and six years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, following a four-year tenure at Appalachian Regional Healthcare. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Julie Bays is a financial advisor with Ameriprise in Beckley, WV, holding a Series 66 designation and seven years of industry experience. She has worked with Ameriprise since 2013 and was self-employed prior to that. Outside of her advisory role, she operates an online resale business on eBay. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored written recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Faris is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Bill Burgess is a financial advisor at Edward Jones with 42 years of industry experience. He holds a Series 63 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Burgess is based in Beckley, WV. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Katie Barnes is a financial advisor with J.P. Morgan Securities in Oak Hill, West Virginia, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has been with J.P. Morgan Securities since 2014 and has worked at JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Douglas Lehman is a Certified Financial Planner (CFP®) with 27 years of industry experience. He has been with Edward Jones in Beckley, WV since 2003. Outside of his advisory role, he serves as a consultant and referee for soccer games during non-trading hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets through a large national network of financial advisors and branch offices.

Bailey Meade is a Series 66 credentialed financial advisor with three years of industry experience. They have worked at J.P. Morgan Securities since 2022 and previously held roles at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Dave Deming is a financial advisor with J.P. Morgan Securities in Beckley, WV, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Megan Legursky is a financial advisor at Ameriprise with two years of industry experience. She holds the Series 66 designation and previously worked at Mars Bank. Outside of her advisory role, she serves on the boards of the United Way of Southern West Virginia and the Beckley-Raleigh County Chamber of Commerce, and is president of the BNI West Virginia - Country Roads Connections Chapter. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, providing tailored recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies through a centralized consulting team.

Michael Patterson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Edward Jones in 2023, he worked at JPMorgan Chase Bank from 2018 to 2023. Outside of his advisory role, he is the owner of a residential cleaning business in Shady Spring, West Virginia, which he operates together with his wife. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Raymond Morton is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of advising, he serves on the Finance Committee for St. Francis DeSales Church and is involved with RJMorton.LLC as a Practice Operations Specialist. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions.

Joseph Meade is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2003. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.